Let's strategize your future
As a Financial Advisor serving Southwest Ohio, my goal is to establish an ongoing relationship with you to help you reach your financial goals. Starting with a realistic, logical and comprehensive plan is the first step.
Areas of specialization include:
- comprehensive dedicated planning
- retirement income planning
- college planning
- investment and wealth management
- protecting loved ones from the risk of death or disability
- tax-efficient wealth transfer
- legacy and charitable giving
Give me a call at 937-660-9444 to set-up an appointment or to learn more about how I can help serve you.
408 4th Avenue
Mason, OH 45040